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Microsoft
MSFT

Overview Fund Activity

2,267 hedge funds and large institutions have $322B invested in Microsoft in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 868 increasing their positions, 1,104 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
+7
Holders Change %
+0.31%
% of All Funds
60.58%
Holding in Top 10
844
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+15.62%
% of All Funds
22.55%
New
95
Increased
868
Reduced
1,104
Closed
64
Calls
$3.73B
Puts
$3.45B
Net Calls
+$282M
Net Calls Change
-$221M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.82B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$569M
3
State Street
State Street
Massachusetts
+$522M
4
Capital World Investors
Capital World Investors
California
+$474M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$463M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.04B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$535M
3
Macquarie Group
Macquarie Group
Australia
-$432M
4
Harris Associates
Harris Associates
Illinois
-$428M
5
Dodge & Cox
Dodge & Cox
California
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
1101
Freestone Capital Holdings
Washington
$5.9M -$4.74M -82,258 -45%
FDCC
1102
Foster Dykema Cabot & Co
Massachusetts
$5.9M +$240K +4,160 +4%
WIS
1103
Wright Investors Service
Connecticut
$5.88M +$28.6K +496 +0.5%
PCTC
1104
Perkins Coie Trust Company
Washington
$5.87M +$5.99K +104 +0.1%
CDH
1105
Charles D. Hyman
$5.83M -$21.8K -378 -0.4%
WKWM
1106
Walter & Keenan Wealth Management
Indiana
$5.82M -$211K -3,668 -4%
SBIA
1107
Sheaff Brock Investment Advisors
Indiana
$5.81M -$779K -13,518 -12%
ANBT
1108
American National Bank & Trust
Texas
$5.8M +$1.45M +25,178 +33%
LNC
1109
Lincoln National Corp
Pennsylvania
$5.8M +$1.26M +21,808 +28%
TM
1110
Thrax Management
New York
$5.79M +$5.79M +100,500 New
CG
1111
Caprock Group
Idaho
$5.78M -$797K -13,839 -12%
HRC
1112
Hoertkorn Richard Charles
$5.77M -$132K -2,300 -2%
DPIM
1113
Duff & Phelps Investment Management
Illinois
$5.76M -$160K -2,780 -3%
CS
1114
Central Securities
New York
$5.76M – – –
AC
1115
Apertura Capital
Texas
$5.76M +$5.76M +100,000 New
WA
1116
Wasatch Advisors
Utah
$5.76M -$1.17M -20,320 -17%
LG
1117
LaFleur & Godfrey
Michigan
$5.73M -$229K -3,975 -4%
GP
1118
Girard Partners
Pennsylvania
$5.73M +$531K +9,221 +10%
AP
1119
Appleton Partners
Massachusetts
$5.71M +$483K +8,378 +9%
HL
1120
HeadInvest LLC
Maine
$5.71M -$471K -8,110 -8%
BWM
1121
Braver Wealth Management
Massachusetts
$5.7M -$377K -6,537 -6%
CIM
1122
CenturyLink Investment Management
Colorado
$5.7M – – –
GHA
1123
Garcia Hamilton & Associates
Texas
$5.68M +$83.7K +1,453 +1%
CB
1124
Chemical Bank
Michigan
$5.64M +$548K +9,520 +11%
CT
1125
Chicago Trust
Illinois
$5.6M -$122K -2,119 -2%
43 44
45
46 47